Q: LNR hammered since its Q apparently due to poor outlook.Pease comment.Saw u comments on the Q results.Buy,Hold or Sell? A alternative if sell. Txs for u usual great services & advices
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Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: Hi 5I Team
Would you sell at lost MG to buy ATS or LNR today ?
Thanks
Best Regards
Would you sell at lost MG to buy ATS or LNR today ?
Thanks
Best Regards
Q: Why the pullback? LNR knocked it out of the park. Buy more or wait?
Q: What would you consider to be a minimum net profit margin I should be targeting for companies? I was interested in Magna on this pullback but noticed their NPM is in the mid/low single digits which seems skinny for a manufacturer. Thanks
Q: Hi, What is your view of Linamar? You seem to prefer Magna, can you compare them?
Q: Hello
Wondering what to do with Magna? Before the big fall it looked like Magna was doing a little better than Linemar, at least by chart comparisons. I can book a fairly sustantial tax loss with Magna, with the idea of buying Linemar as a placeholder for 30 days and then buying back. I am a little worried, though, that L may suffer a similar fall. I am also wondering whether L would be a better stock to hold? Also wondering about timing. Would it be better to let Magna settle a bit before switching or do it right now? I would appreciate your usual excellent thoughts and advice on this question before making a decision.
Thanks
Wondering what to do with Magna? Before the big fall it looked like Magna was doing a little better than Linemar, at least by chart comparisons. I can book a fairly sustantial tax loss with Magna, with the idea of buying Linemar as a placeholder for 30 days and then buying back. I am a little worried, though, that L may suffer a similar fall. I am also wondering whether L would be a better stock to hold? Also wondering about timing. Would it be better to let Magna settle a bit before switching or do it right now? I would appreciate your usual excellent thoughts and advice on this question before making a decision.
Thanks
Q: Hi Team
LNR has been going up like a rocket
any fundamental reasons for the rise?
what are the general consensus re: adding more , hold and take some profits
thanks
Michael
LNR has been going up like a rocket
any fundamental reasons for the rise?
what are the general consensus re: adding more , hold and take some profits
thanks
Michael
Q: Margins will be lower what would you switch to
- Linamar Corporation (LNR)
- Martinrea International Inc. (MRE)
- Magna International Inc. (MG)
- Exco Technologies Limited (XTC)
- CarParts.com Inc. (PRTS)
Q: Happy 2023 after learning the hard way in 2022 that growth is not always the best rewarded investments. Anyway this shall pass too. My question is about the impact from the interest raise that may potentially slow down buying new cars. It seems to me that the car parts retailers such as Carparts.com that sells “aftermarket auto parts and accessories” may be a good bet for 2023.
Most people in the U.S. simply don’t have a reason to spend money on a new car during the current, uncertain macro environment. Consequently, they will repair their current vehicles if they have problems.
What do you think of my theory? Are there any public Canadian company doing the same as PRTS? Please be free to suggest any other way to play the theme and place your suggestions in your preferred order and your rational.
Thanks a Million$
Yves
Most people in the U.S. simply don’t have a reason to spend money on a new car during the current, uncertain macro environment. Consequently, they will repair their current vehicles if they have problems.
What do you think of my theory? Are there any public Canadian company doing the same as PRTS? Please be free to suggest any other way to play the theme and place your suggestions in your preferred order and your rational.
Thanks a Million$
Yves
Q: I have a position in GM and LNR and I need to get rid of one. Which security would you recommend hanging on to for the next 12 months and please provide your reasoning. Thank You.
- Graphite One Inc. (GPH)
- Linamar Corporation (LNR)
- Martinrea International Inc. (MRE)
- Lithium Americas Corp. (LAC)
- Canada Nickel Company Inc. (CNC)
- Lion Electric Company (The) (LEV)
- Sigma Lithium Corporation (SGML)
Q: It appears Canada has the potential to take a part in the EV revolution, yesterdays announcemenmt from Volkswagon regarding a possible gigafactory here, and this from todays FP, "Canada has seen at least 10 major electric vehicle-related commitments totalling close to $16 billion since the start of 2021 as federal and provincial governments work to secure investments in the rapidly-evolving sector." For fun lets say all this and more happens, which Canadian companies will have the most to gain?
Q: why is this stock doing so well in the last 4-6 weeks? anything fundamental or just herd mentality?
I have a small position, add, sell or hold? thanks
Michael
I have a small position, add, sell or hold? thanks
Michael
Q: I have a bunch of MG:CA. that are underwater,contemplating selling and buying LNR:CA for tax losses.Would you do it? when and why? Thanks
Q: Why are these two being hit so hard today??
- Linamar Corporation (LNR)
- goeasy Ltd. (GSY)
- Topicus.com Inc. (TOI)
- TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT)
Q: Recently rejoined 5I after fantastic run in earlier years and have dipped my toes in LNR. Plan to add increments regularly ( I live in Guelph). Agree?
Also can you advise on 3 best buys over the next 3 years.
Thanks,
Alex Reid
Also can you advise on 3 best buys over the next 3 years.
Thanks,
Alex Reid
Q: Similar to another question I submitted, I would like to ask about a potential switch. I presently own Linamar which has been doing well; Magna has continued to slide but generally has a favourable long term outlook. If it were you, would you sell LNR after its good momentum and acquire MG while it is beaten up, and if so, why or why not? Total return is the objective, nor are taxes a concern. Thank you for your excellent service.
Q: I would appreciate your comments on the above two securities recently announced earnings. What do you see for both of these holdings in the next few years. Any company specific comments would be appreciated. Thank You.
Q: Hi - Would you consider it a prudent time to invest in the Cdn auto parts sector (with regard to macro slowdown outweighing low inventories or vice versa)? If so, of the Canadian players, which one do you prefer and why?
Q: I would appreciate your expert opinion on the above companies, which one do you recommend at current market for a long term hold and why? Thank you.
- Linamar Corporation (LNR)
- TFI International Inc. (TFII)
- Agnico Eagle Mines Limited (AEM)
- Aritzia Inc. Subordinate Voting Shares (ATZ)
- Boyd Group Services Inc. (BYD)
Q: I have trimmed some of my oil % gas stocks today back to my sector weight and would like to rotate the proceeds to other stocks. I already have the Balance Portfolio of stocks including MG at full position and was thinking of buying some LNR to complement MG or do you think there are other stocks in the Balanced Portfolio that you would consider more compelling at this time? Could you name your preference? Thanks.